Rotary Club of Montecito Foundation Inc

Nonprofit profile at a glance

EIN
770424315
IRS 990-EZ coverage
2011–2020
Forms available
Form 990-EZ 2020, Form 990-N 2010
Location
Santa Barbara, CA, USA
Phone
8055603429
Rating
41
Verdict
MIXED
Rating confidence
Moderate
Sector
Philanthropy, Charity, Voluntarism Promotion

Reported finances

Revenue
$31,976
Expenses
$31,600
Assets
$189,358

Source: IRS Form 990-EZ. Selected filing: tax year 2020. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • John Lucchetti (President)

People named in this filing

  • John Lucchetti (President)
  • Murry Ray (Director)
  • Kati Buehler (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2020. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The foundation gave grants to local schools and charities. In addition, assistance was provided to the Rotary Club of Bukuva, Congo, in providing assistance to local businesses.

What it reported doing in 2020

To provide services to others, promote integrity, advance world understanding and goodwill through its fellowship of business, professional, and community leaders.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 1
  • Transparency & Controls: 82
  • Sustainability: 53
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0.8%; rating input score 1
  • Program expense ratio: 0.8%; rating input score 1

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 1.2%; rating input score 48; 48th percentile among comparable filings
  • Total-asset coverage ratio: 5.99; rating input score 81; 81st percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 26.6% per year; rating input score 100; 91st percentile among comparable filings
  • Revenue growth: 1% per year; rating input score 100; 70th percentile among comparable filings
  • Asset growth: 2.7% per year; rating input score 100; 49th percentile among comparable filings

Details

  • Where the money goes: 0.8% of revenue deployed · 0.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $250 in reported program spending
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 6 of 7 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 10 filing years from 2011 to 2020
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 1/100.
  • High — Financial Efficiency: Program expense ratio scored 1/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • Moderate — Sustainability: Operating margin scored 48/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.